FSI Group, LLC is an investment advisory firm managing long/short equity hedge funds and private equity funds in the financial services sector. The firm and its principals have decades of experience investing in the financial services sector, including publicly traded equities, private equity, and fixed income. FSI was founded in 1995 by Steven N. Stein and John M. Stein.

Contact

441 Vine Street, Suite 1300
Cincinnati, OH 45202
513.746.2200

Steven Stein

Founder, Chief Executive Officer

Mr. Stein has served as FSI’s Chief Executive Officer since the firm was founded in 1995. In addition, he serves as co-portfolio manager of FSI’s long/short equity hedge fund and private equity strategies. He served as a director on various public and private bank boards from 1989-2009, and was a founder of Trapeza Capital Management, LLC, a provider of capital to community-based financial institutions. Prior to founding FSI, Mr. Stein was a founder and President of the Belvedere Corporation, a developer and manager of commercial real estate properties and hotels. Prior to Belvedere, Mr. Stein was a Partner at Taft, Stettinius & Hollister LLP, an Ohio-based law firm.

Mr. Stein received his J.D., magna cum laude, from the Harvard Law School in 1978 and a Bachelor of Arts in Mathematics, summa cum laude, from Williams College in 1975.

John Stein, CFA

Founder, President

Mr. Stein has served as President of FSI since the firm was founded in 1995. In addition, he serves as co-portfolio manager of FSI’s long/short equity hedge fund and private equity strategies. Mr. Stein served as a director on various public and private bank boards from 1998 through 2010, and was a founder of Trapeza Capital Management, LLC, a provider of capital to community-based financial institutions. Prior to founding FSI, Mr. Stein served as a Vice President and Portfolio Manager in the Market Risk Analytics Group of Bankers Trust Company, and as a Commercial and Investment Banking Consultant in the Financial Services Strategy practice of The MAC Group/Gemini Consulting.

Mr. Stein received his Bachelor of Arts in Public Policy from the University of Chicago in 1988. He is a Chartered Financial Analyst.